Dr. Dave Yeske, CFP®

Managing Director

Dr. Dave Yeske, CFP® holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990.

Dave is a past Chair of the Financial Planning Association (US) (FPA) and has been named a top advisor by Bloomberg Wealth Manager. He has been quoted in national media including The Wall Street Journal, The New York Times, Businessweek, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave has appeared on CBS, CNBC, CNN and NBC News. Dave and the Yeske Buie approach to investing were profiled in the Wall Street Journal in 2009 and Dave was again profiled in the Wall Street Journal in 2010 on “The Science of Financial Advising.”

Dave holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where he is director of the University’s financial planning program. He also co-teaches the capstone Cases in Financial Planning course with Elissa. Dave served as Chair of the Financial Planning Association (FPA) PAC in 2005 and 2006, and chaired FPA’s Research Center Team and its Academic Advisory Council from 2007 to 2012. Dave received FPA’s Heart of Financial Planning award in 2012. He is also a long-time Mentor in FPA’s Residency Program.

Current Update: Over the past few months, Dave has taken on two new positions within the profession: as Practitioner Editor of the Journal of Financial Planning and as Director of Golden Gate University’s financial planning program, where he has taught aspiring financial planners for the past two decades.

In 2014, Dave and Elissa contributed a chapter to the Wiley publication, Investor Behavior: The Psychology of Financial Planning and Investing.

Financial Planning
“Mover & Shaker 2005″ (green figure in the center)

Elissa and Dave are husband and wife. They share two daughters from Elissa’s first marriage, Lauren and Alisson. Life with Lauren and Alisson is about sports (soccer, basketball and horseback riding), school and travel. When not with the girls, Dave and Elissa enjoy reading, playing in the financial planning profession, eating out, working out (necessary when your other hobbies include eating out), and traveling.

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson